CAPE ANN CAPITAL, INC. - Financial Advisor in Massachusetts, Manchester

Tel: 978-526-7541 13 Woodcrest Road Manchester, Massachusetts 01944

About CAPE ANN CAPITAL, INC.

CAPE ANN CAPITAL, INC. is a Manchester, Massachusetts based financial advisory firm with nearly $186,992,674 in assets under management and provides investment advisory services for 256 clients. There are currently 3 financial advisors at the firm.

General Information

Firm CRD#:

128942

Firm SEC#:

801-66982

Assets Under Management:

$186,992,674

No. of Clients:

256

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM, Fixed fees

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